Assets Under Management
$9.2M
Number of Clients
68
Number of Advisors
1
Average Client AUM
$135K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Driscoll Financial offers financial planning, consulting, and investment management services. They provide discretionary and non-discretionary asset management, and may use sub-advisors. William Driscoll is also a licensed insurance agent and may offer insurance products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
One Park Place, Suite 2, Unit C, 11 Memorial Drive, Plymouth, MA, 02360